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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,985,815 | $185,199+972.3% | $142,874+1289.9% | $167,518+1085.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.68% | 8556.90%-8538.2pp | 5638.58%-5619.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $25,250 | $5,606+350.4% | $4,145+509.2% | $4,838+421.9% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |